| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.49M (12.34%) | 116.72K Increased by +3.34% | Dec 31, 23 |
| 2 | FMR Inc | 2.64M (9.34%) | 88.26K Increased by +3.34% | Dec 31, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.96M (6.91%) | -20.06K Decreased by -1.02% | Dec 31, 23 |
| 4 | Vanguard Group Inc | 1.55M (5.48%) | 56.79K Increased by +3.66% | Dec 31, 23 |
| 5 | Pzena Investment Management, LLC | 1.46M (5.15%) | -77.20K Decreased by -5.29% | Dec 31, 23 |
| 6 | Manufacturers Life Insurance Co | 1.20M (4.23%) | 98.01K Increased by +8.18% | Dec 31, 23 |
| 7 | State Street Corporation | 887.95K (3.14%) | 36.02K Increased by +4.06% | Dec 31, 23 |
| 8 | Renaissance Technologies Corp | 671.09K (2.37%) | -28.68K Decreased by -4.27% | Dec 31, 23 |
| 9 | Geode Capital Management, LLC | 648.13K (2.29%) | 28.63K Increased by +4.42% | Dec 31, 23 |
| 10 | Boston Partners Global Investors, Inc | 439.66K (1.55%) | 19.71K Increased by +4.48% | Dec 31, 23 |
| 11 | Univest Financial Corp | 435.16K (1.54%) | -83.33K Decreased by -19.15% | Dec 31, 23 |
| 12 | Goldman Sachs Group Inc | 430.25K (1.52%) | 214.18K Increased by +49.78% | Dec 31, 23 |
| 13 | AQR Capital Management LLC | 377.38K (1.33%) | 47.65K Increased by +12.63% | Dec 31, 23 |
| 14 | Northern Trust Corp | 366.22K (1.29%) | 4.29K Increased by +1.17% | Dec 31, 23 |
| 15 | American Century Companies Inc | 321.48K (1.14%) | 55.74K Increased by +17.34% | Dec 31, 23 |
| 16 | Charles Schwab Investment Management Inc | 303.33K (1.07%) | 2.78K Increased by +0.92% | Dec 31, 23 |
| 17 | Hotchkis & Wiley Capital Management LLC | 303.20K (1.07%) | 5.60K Increased by +1.85% | Dec 31, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 274.88K (0.97%) | 79.25K Increased by +28.83% | Dec 31, 23 |
| 19 | Nuveen Asset Management, LLC | 235.54K (0.83%) | 12.97K Increased by +5.51% | Dec 31, 23 |
| 20 | Neuberger Berman Group LLC | 233.10K (0.82%) | -30.96K Decreased by -13.28% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FIAM Small Cap Core Composite | 1.25M (4.42%) | -23.99K Decreased by -1.92% | Dec 31, 23 |
| 2 | FIAM Small Cap Core CIT Cl B | 1.23M (4.36%) | -17.41K Decreased by -1.41% | Jan 31, 24 |
| 3 | JHancock Small Cap Core NAV | 1.07M (3.79%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 848.09K (3.00%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 5 | iShares Russell 2000 ETF | 793.42K (2.80%) | 384.00 Increased by +0.05% | Mar 28, 24 |
| 6 | Strategic Advisers Fidelity US TtlStk | 619.20K (2.19%) | 3.76K Increased by +0.61% | Feb 29, 24 |
| 7 | Strategic Advisers® Fidelity US TtlStk | 548.29K (1.94%) | 59.19K Increased by +10.80% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 428.12K (1.51%) | 7.99K Increased by +1.87% | Mar 31, 24 |
| 9 | DFA US Targeted Value I | 412.35K (1.46%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 10 | Avantis US Small Cap Value ETF | 338.30K (1.20%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 11 | DFA US Small Cap Value I | 325.11K (1.15%) | 16.28K Increased by +5.01% | Feb 29, 24 |
| 12 | Fidelity Small Cap Index | 292.27K (1.03%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 13 | iShares Russell 2000 Value ETF | 292.12K (1.03%) | -185.00 Decreased by -0.06% | Mar 28, 24 |
| 14 | Fidelity® Small Cap Index | 283.64K (1.00%) | 9.02K Increased by +3.18% | Oct 31, 23 |
| 15 | Fidelity Select Banking | 264.10K (0.93%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 16 | Fidelity® Select Banking | 241.90K (0.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 217.92K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Dimensional US Targeted Value ETF | 206.29K (0.73%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 19 | Royce Capital Small-Cap Inv | 188.07K (0.66%) | 45.58K Increased by +24.24% | Mar 31, 24 |
| 20 | BlackRock Advantage Small Cap Core Instl | 174.88K (0.62%) | -11.75K Decreased by -6.72% | Feb 29, 24 |